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Overview

Services

Advisor Services

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Funds

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Merrill Lynch, Pierce, Fenner & Smith Incorporated 7 years Oct 2009 - Present
Banc of America Insurance Services, Inc. 3 years, 1 month Sep 2006 - Oct 2009
Banc of America Investment Services, Inc. 3 years, 2 months Aug 2006 - Oct 2009
Nissan North America 1 year, 9 months Nov 2004 - Aug 2006
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John Patrick Poling?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 16, 2014
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 21, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on Sept. 23, 2016
    • $575.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $335.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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